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Yahlive, SES “strategic review”

Abu Dhabi’s Al Yah (YahSat) and its partner SES are examining various options under a “strategic review” now taking place. SES is due to announce its latest year-end financials next week (on February 27th) and more detailed news as to the next steps for the ‘Yahlive’ business division. However, CEO Sami Boustany explains it is […]

February 22, 2019

C-Band restructuring: ‘Encouraging feedback’

The second quarter of this year should see the Federal Communications Commission (FCC) make its ruling on whether the C-Band Alliance (CBA) of Intelsat and SES can restructure – and sell – 180 MHz of spectrum over the US for 5G take-up. Much of yesterday’s (February 20th) analyst call with senior staffers from Intelsat was […]

February 21, 2019

C-band sale “on track” says Eutelsat

Eutelsat held a meeting and presentation in London on February 18th as part of their ‘road show’ series of post-result discussions. The meeting generated a more positive outlook for the satellite operator, and perhaps needed given that Eutelsat’s organic revenue decline was the worst for the past 10 quarter-year financial statements. Sami Kassab, an equity […]

February 20, 2019

Early interest in GovSat-1

A Luxembourg business event (EU Defence & Security) heard that just one year after its launch by SpaceX, GovSat has sold around 20 per cent of its military and government capacity. It launched on January 31st last year. There is a possibility that a second satellite could be bought. GovSat-1, itself a so-called ‘condominium’ satellite […]

February 18, 2019

Hispasat sale “positive” for SES, Intelsat, Eutelsat

Hispasat’s fleet of 11 active satellites, including the powerful Amazonas pair serving South America, are being bought by Red Eléctrica for €949 million. The Spanish electricity and telecoms company is buying 89.7 per cent of the business, subject to regulatory authority. Sami Kassab, an equity analyst at investment bank Exane/BNPP believes the deal is good news […]

February 14, 2019

Compromise idea for CBA solution

Tim Farrar of TFA, a leading satellite industry consultant, has shared an idea to help solve the C-Band Alliance’s (CBA) process to free up 200 MHz of their C-band satellite capacity over the USA to help 5G adoption. Farrar said it was “truly ironic” to see objections to the CBA’s scheme from Google linked with […]

February 13, 2019

Social media shape shifters

There are two things we know without doubt about social media platforms: they are big and their main purpose in life is to be engines of profit. Long gone is any naive belief in their patronising mission statements reminiscent of 1970s cola adverts. Just like big food, big oil, big pharma or big anything else, […]

February 11, 2019

Kerrisdale backs Intelsat again

Last June hedge fund Kerrisdale Capital solidly backed Intelsat and SES over the C-Band Alliance’s likely significant gains from the sale of their C-Band spectrum over the US. In January it emerged that Kerrisdale had largely cashed in on its profits from its stake in Intelsat selling 7.79 million of its 8.48 million shares, and […]

February 8, 2019

CBA faces opposition from Google

The C-Band Alliance (CBA), which is trying to restructure 200 MHz of satellite spectrum over the US, is facing additional negative pressures, including Google, cable operator Charter Communications and a few other lobby groups including the American Cable Association (ACA). Potentially, the ACA’s objection could have merit in that its members are drawn from the […]

February 7, 2019

Will Google’s Loon help or hinder?

Ottawa-based satellite operator Telesat has struck a partnership agreement with Google’s Alphabet business and in particular its ‘Loon’ division. The Loon project sees a fleet of high altitude balloons providing satellite-type links to and from the ground. Telesat clearly sees the relationship with Loon as helping in its expansion plans. The full statement from Telesat […]

February 5, 2019